SREZX ETF

$14.39

Returns Overview

1 Month
+4.05%
3 Months
+3.57%
6 Months
+8.04%
YTD
+3.74%
1 Year
+9.95%
3 Years
+11.36%
5 Years
+7.84%
10 Years
+8.43%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SREZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This ETF (YTD)
+3.74%
Peer Avg (YTD)
+2.68%
vs Peers
+1.06%

SREZX ETF Performance

SREZX performance across multiple time periods: 1-month 4.05%, YTD 3.74%, 1-year 9.95%, 3-year 11.36%, 5-year 7.84%, 10-year 8.43%.

SREZX returns outperform the peer average of 2.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this ETF.

SREZX performance comparison shows side-by-side returns with another fund. SREZX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.05%N/A
3 Months+3.57%N/A
6 Months+8.04%N/A
1 Year+9.95%N/A
3 Years+11.36%N/A
5 Years+7.84%N/A

All returns shown are total returns, not annualized